Approvefy Documentation
Welcome to the official documentation for Approvefy - the complete customer approval solution for Shopify stores.
Approvefy helps you control who can access your store by implementing a powerful customer registration and approval system. Whether you run a wholesale business, a members-only store, or need to verify customers before they can make purchases, Approvefy gives you complete control over your customer base.
Getting Started
Key Benefits
Decide who can browse and purchase from your store. Perfect for wholesale, B2B, or exclusive membership stores.
Create beautiful, customized registration forms with drag-and-drop field builder. Collect exactly the information you need.
Review customer applications manually or set up automatic approval. Full control over who joins your store.
Comprehensive dashboard to manage all your customers. Approve, reject, or delete with bulk actions support.
How It Works
1. Enable the Theme Embed - Activate Approvefy in your Shopify theme to replace the default registration with your custom form.
2. Create Your Form - Use the Form Builder to design registration forms that capture the information you need from customers.
3. Configure Settings - Set up approval rules, email notifications, and customize the experience for your store.
4. Manage Customers - Review pending registrations and approve or reject customers from your dashboard.
Quick Start
Get Approvefy up and running in your Shopify store in just 5 steps.
Before You Begin
Navigate to the Theme Embed section in the app and click 'Enable' to activate the custom registration form on your storefront. This replaces the default Shopify registration with your Approvefy form.
Go to Form Builder and create a new registration form. Choose between a single-step or multi-step form, then add the fields you need to collect from customers.
Set up your approval preferences in the Settings section. Choose between manual or automatic approval, configure redirect URLs, and set up restriction rules for unapproved users.
Configure your SMTP settings to send email notifications. Customize the approval and rejection email templates to match your brand.
You're all set! When customers register, they'll appear in your Customers dashboard. Review and approve or reject them to grant store access.
You're Ready!
Theme Embed
Configure how Approvefy integrates with your Shopify theme.
The Theme Embed feature allows Approvefy to seamlessly integrate with your Shopify storefront. When enabled, it replaces the default Shopify registration form with your custom Approvefy form.
Enable Custom Registration Form
Toggle the embed to activate your custom registration form on the storefront.
Replace the default Shopify registration with Approvefy
Form ID: form_12345
Pending Approval Message
Customize the message shown to customers who are waiting for approval.
Multi-Language Support
Configure pending messages for different languages.
Theme Compatibility
Customers
Manage customer registrations and approvals from a centralized dashboard.
Customer List
View and manage all customers who have registered through your forms.
| Customer | Status | Date | |||
|---|---|---|---|---|---|
| John Smith | john@example.com | pending | May 5, 2026 | ||
| Sarah Johnson | sarah@example.com | approved | May 4, 2026 | ||
| Mike Brown | mike@example.com | rejected | May 3, 2026 | ||
| Emily Davis | emily@example.com | pending | May 2, 2026 |
Features
Search & Filter - Quickly find customers by name, email, or custom fields. Filter by status and date range.
Pagination - Navigate through large customer lists with easy-to-use pagination controls.
Export CSV - Download your customer data as a CSV file for offline analysis or importing to other systems.
Bulk Actions - Select multiple customers and approve, reject, or delete them in one action.
Edit Columns - Customize which columns are visible in the table to focus on the data that matters.
Delete Modes
Three options for removing customers from your system.
Soft Delete - Removes the customer from Approvefy but keeps them in Shopify.
Full Delete - Removes the customer from both Approvefy and Shopify completely.
Archive - Hides the customer from the list but preserves their data for future reference.
Bulk Delete
Form Builder
Create and manage custom registration forms for your store.
Creating Forms
Build registration forms tailored to your business needs.
The Form Builder allows you to create custom registration forms without any coding. Choose between single-step forms for simple registrations or multi-step forms for more comprehensive application processes.
Single-Step Form
Simple registration form
Best for quick registrations with minimal fields. All fields appear on a single page.
Multi-Step Form
Progressive disclosure
Perfect for detailed applications. Break long forms into manageable steps with progress indicators.
Form List
Manage all your registration forms from one place.
3 forms total
| Form ID | Name | Type | Status | |
|---|---|---|---|---|
| form_001 | Wholesale Registration | Single Step | Active | |
| form_002 | Partner Application | Multi-Step | Active | |
| form_003 | VIP Membership | Single Step | Draft |
Form Actions
Clone - Create a duplicate of the form to use as a starting point for a new form.
Delete - Remove the form permanently. This action cannot be undone.
Form Editor
Customize your registration forms with a powerful drag-and-drop editor.
General Settings
Configure basic form settings and behavior.
Allow customers to use this form
Use this form for new registrations
Field Builder
Add and configure form fields with drag-and-drop functionality.
Drag fields to reorder them in your form.
First Name
Last Name
Email Address
Company Name
Field Settings
Configure individual field properties.
Label - The field label displayed to users
Placeholder - Hint text shown inside the field
Help Text - Additional instructions below the field
Required - Whether the field must be filled out
Enable/Disable - Toggle field visibility
Available Field Types
Password Field - Legacy Only
Special Logic
Field Rules
Email Required - Email field is always required and cannot be disabled.
Address Auto-Group - Address fields automatically group into Street, City, State, ZIP, and Country.
Single-Instance Fields - Some fields like Email and Phone can only be added once per form.
Multi-Step Forms
Configure step assignments for multi-step forms.
Personal Information
3 fields
Business Details
4 fields
Documents
2 fields
Appearance
Customize the look and feel of your registration forms.
Templates
Choose from 10 pre-designed templates to get started quickly.
Modern
Classic
Minimal
Bold
Elegant
Rounded
Typography
Configure font family and sizes.
Alignment
Control form alignment on desktop and mobile.
Colors
Customize form colors to match your brand.
Layout
Configure border radius and form dimensions.
Custom CSS
Add custom CSS for advanced styling.
Preview
Create Account
Fill out the form to register.
Store Settings
Configure how Approvefy interacts with your Shopify store.
Guest Redirect
Control how unauthenticated visitors are handled.
Automatically redirect guests to a specific page
Guests will be redirected to this URL when accessing protected pages.
Login/Signup Behavior
Allow users to toggle between login and registration
Block store access for users pending approval
Language Settings
Configure multi-language support for your forms.
Default Language
Available Languages
Enable or disable languages for your forms.
| Language | Code | Status | Enabled |
|---|---|---|---|
| EnglishDefault | en | Active | |
| Spanish | es | Active | |
| French | fr | Active | |
| German | de | Inactive | |
| Italian | it | Inactive |
Translation Editor
Customize translations for form labels and messages.
| Key | English | Spanish |
|---|---|---|
| form.submit | ||
| form.email | ||
| form.required |
Approval Settings
Configure how customer applications are processed.
Approval Mode
Review each registration manually before granting access
Automatically approve all registrations
Customer Tagging
This tag will be added to customers when they are approved.
After Submit Behavior
Email Settings (SMTP)
Configure your email server for sending notifications.
SMTP Configuration
Enter your email server details to enable email notifications.
Use secure connection
Security
Email Templates
Customize the emails sent to customers.
Available Templates
Sent when a customer's application is approved
Sent when a customer's application is rejected
Template Editor
Customize email content and design.
Display "Powered by Approvefy"
Email Preview
Welcome to Our Store
Dear John,
Congratulations! Your wholesale account application has been approved. You can now access exclusive products and pricing.
© 2026 Your Store. All rights reserved.
Pricing
Simple, transparent pricing for every stage of your business.
- Up to 100 registrations/month
- 1 registration form
- Email notifications
- Basic customization
- Email support
- Up to 1,000 registrations/month
- Unlimited forms
- Multi-step forms
- Custom email templates
- Priority support
- Multi-language support
- Custom CSS
- Unlimited registrations
- Unlimited forms
- API access
- Webhook integrations
- Dedicated support
- Custom development
- SLA guarantee
- White-label option
Free Trial
Overview Dashboard
Get a quick overview of your customer registrations and setup status.
Statistics Cards
Monitor your registration metrics at a glance.
Setup Checklist
Track your progress in setting up Approvefy.
Setup Progress
3 of 6 completedPro Tip